The team window shows who is in a team, how much time they have scheduled and worked, what they're booked on, and what they've recently changed. Each of these has its own tab.
đ Learn how to create, edit, and delete teams in Managing Teams in Productive.
Opening the Team Window
Go to Settings > Teams and click a team. The window slides in from the right and shows the team name, avatar, and number of members above four tabs: Members, Time, Planning, and Activity.
Click the expand icon in the header to switch between the docked and full screen view. Productive remembers your choice the next time you open a team. Click X to close the window.
Managing Members
The Members tab lists everyone in the team with their permission set.
To add someone, click + Add member, search for the person, and select them. To remove someone, click the bin icon in their row.
Checking a Team's Time
The Time tab shows how much time the team has scheduled and worked. Use the switch at the top to move between Overview and Time entries.
Overview
Pick a period, for example This week. The figures add up the time of all team members for that period and show Capacity, Available, Scheduled, Worked, Absence, and Overtime.
Two tables follow:
By member: Each person's Scheduled and Time for the period, with a Total row at the bottom. Click a name to open that person's profile
Breakdown: The team's Scheduled and Time per project, with absence and time without a project listed alongside
Time Entries
Time entries lists the time entries of all team members. Use Fields to choose which columns to show, Filters to narrow the list, and Group to group it. Click the download icon to export the list.
Viewing a Team's Planning
The Planning tab shows the Resourcing calendar for the team's members, with each person's bookings listed under their name. Use the date range menu and the arrows at the top to move through time.
To add a booking, click + Booking under a person, the same way you would in the Resource Planner. Members who can't be booked, such as clients, don't appear in the calendar.
The calendar always shows the team's members, and you can't change that.
đ Learn more about the Resource Planner.
Following Team Activity
The Activity tab lists recent changes made by team members, newest first. Each entry shows who made the change, where they made it, and how long ago.
The fields that changed are listed below it, and long entries can be expanded with Show more changes. Click the name of an item to open it. Scroll down to load older activity.
đ The feed is read-only, so you can't comment from it.
